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DV vs. APP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DV vs. APP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DoubleVerify Holdings, Inc. (DV) and AppLovin Corporation (APP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DV achieves a -10.84% return, which is significantly higher than APP's -15.28% return.


DV

1D
-4.23%
1M
-10.53%
YTD
-10.84%
6M
-5.73%
1Y
-28.27%
3Y*
-33.69%
5Y*
-21.95%
10Y*

APP

1D
-5.75%
1M
20.17%
YTD
-15.28%
6M
-13.80%
1Y
43.24%
3Y*
184.42%
5Y*
50.33%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DV vs. APP - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DV
DoubleVerify Holdings, Inc.
-10.84%-40.45%-47.77%67.49%-34.01%-7.56%
APP
AppLovin Corporation
-15.28%108.08%712.62%278.44%-88.83%52.50%

Correlation

The correlation between DV and APP is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.40

Correlation (All Time)
Calculated using the full available price history since Apr 22, 2021

0.40

The correlation between DV and APP shifts across timeframes, from 0.24 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

DV:

$1.67B

APP:

$193.36B

EPS

DV:

$0.33

APP:

$11.64

PE Ratio

DV:

30.95

APP:

49.04

PEG Ratio

DV:

1.54

APP:

0.15

PS Ratio

DV:

2.22

APP:

31.53

PB Ratio

DV:

1.55

APP:

81.81

Total Revenue (TTM)

DV:

$764.06M

APP:

$6.16B

Gross Profit (TTM)

DV:

$628.36M

APP:

$5.45B

EBITDA (TTM)

DV:

$148.67M

APP:

$4.87B

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Return for Risk

DV vs. APP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DV
DV Risk / Return Rank: 1717
Overall Rank
DV Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
DV Sortino Ratio Rank: 1616
Sortino Ratio Rank
DV Omega Ratio Rank: 1515
Omega Ratio Rank
DV Calmar Ratio Rank: 1919
Calmar Ratio Rank
DV Martin Ratio Rank: 2222
Martin Ratio Rank

APP
APP Risk / Return Rank: 5959
Overall Rank
APP Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
APP Sortino Ratio Rank: 5858
Sortino Ratio Rank
APP Omega Ratio Rank: 5959
Omega Ratio Rank
APP Calmar Ratio Rank: 5959
Calmar Ratio Rank
APP Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DV vs. APP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DoubleVerify Holdings, Inc. (DV) and AppLovin Corporation (APP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


DVAPPDifference
Sharpe ratioReturn per unit of total volatility

-1.26

Sortino ratioReturn per unit of downside risk

-1.92

Omega ratioGain probability vs. loss probability

0.90

1.16

-0.26

Calmar ratioReturn relative to maximum drawdown

-0.60

0.87

-1.47

Martin ratioReturn relative to average drawdown

-0.95

1.72

-2.68

DV vs. APP - Sharpe Ratio Comparison

The current DV Sharpe Ratio is -0.65, which is lower than the APP Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of DV and APP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


DVAPPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.65

0.61

-1.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.42

0.65

-1.07

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.41

0.68

-1.09

Drawdowns

DV vs. APP - Drawdown Comparison

The maximum DV drawdown since its inception was -81.70%, smaller than the maximum APP drawdown of -91.90%. Use the drawdown chart below to compare losses from any high point for DV and APP.


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Drawdown Indicators


DVAPPDifference

Max Drawdown

Largest peak-to-trough decline

-81.70%

-91.90%

+10.20%

Max Drawdown (1Y)

Largest decline over 1 year

-47.08%

-49.99%

+2.91%

Max Drawdown (3Y)

Largest decline over 3 years

-79.74%

-57.00%

-22.74%

Max Drawdown (5Y)

Largest decline over 5 years

-81.70%

-91.90%

+10.20%

Current Drawdown

Current decline from peak

-78.33%

-22.19%

-56.14%

Average Drawdown

Average peak-to-trough decline

-47.88%

-42.51%

-5.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

29.68%

25.17%

+4.51%

Volatility

DV vs. APP - Volatility Comparison

The current volatility for DoubleVerify Holdings, Inc. (DV) is 19.36%, while AppLovin Corporation (APP) has a volatility of 21.08%. This indicates that DV experiences smaller price fluctuations and is considered to be less risky than APP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DVAPPDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.36%

21.08%

-1.72%

Volatility (6M)

Calculated over the trailing 6-month period

32.01%

58.50%

-26.49%

Volatility (1Y)

Calculated over the trailing 1-year period

43.83%

70.82%

-26.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.60%

77.78%

-25.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

53.23%

77.55%

-24.32%

Dividends

DV vs. APP - Dividend Comparison

Neither DV nor APP has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

DV vs. APP - Financials Comparison

This section allows you to compare key financial metrics between DoubleVerify Holdings, Inc. and AppLovin Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B20222023202420252026
180.83M
1.84B
(DV) Total Revenue
(APP) Total Revenue
Values in USD except per share items

DV vs. APP - Profitability Comparison

The chart below illustrates the profitability comparison between DoubleVerify Holdings, Inc. and AppLovin Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%20222023202420252026
81.7%
89.0%
Portfolio components
DV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, DoubleVerify Holdings, Inc. reported a gross profit of 147.67M and revenue of 180.83M. Therefore, the gross margin over that period was 81.7%.

APP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AppLovin Corporation reported a gross profit of 1.64B and revenue of 1.84B. Therefore, the gross margin over that period was 89.0%.

DV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, DoubleVerify Holdings, Inc. reported an operating income of 15.64M and revenue of 180.83M, resulting in an operating margin of 8.7%.

APP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AppLovin Corporation reported an operating income of 1.44B and revenue of 1.84B, resulting in an operating margin of 78.2%.

DV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, DoubleVerify Holdings, Inc. reported a net income of 6.41M and revenue of 180.83M, resulting in a net margin of 3.5%.

APP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AppLovin Corporation reported a net income of 1.21B and revenue of 1.84B, resulting in a net margin of 65.4%.


Frequently Asked Questions


DV and APP have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

APP has higher volatility (21.08%) compared to DV (19.36%). In terms of maximum drawdown, DV dropped -81.70% vs APP's -91.90%.

APP currently has the higher Sharpe Ratio (0.61 vs -0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for DV and APP

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